Forecasting
- How do I access cash flow forecasting as an invidual?
- Do you have any additional documentation that supports accountants?
- How can I introduce cash flow forecasting to my client?
- How do I practice forecasting with Forwardly?
- How do I add or edit a projection?
- How many ways can I modify a forecasted cash flow projection?
Transactions
- How do I add a transaction to a business forecast?
- Can I modify existing transactions?
- How do I tell the difference between actual, system, and manual transactions?
- Is there a way to include or exclude multiple transactions at once?
- Is there a way to edit multiple transactions in bulk?
- Why do some of my transactions say they're "Not Specified"?
Business Data and Settings
- How do I add a business?
- How do we delete a disconnected business completely?
- Do I have to configure and reconcile data in Forwardly?
- How long will it take for my business to onboard?
- How do I update the accounting data shown in Forwardly?
- Can I connect multiple businesses with Forwardly?